Global TradFi & Macroeconomics

The People's Bank of China will conduct 800 billion yuan in medium-term lending facility (MLF) operations on September 24, 2026, with a one-year tenor to maintain ample liquidity in the banking system, according to the central bank's official

According to Moody's Ratings in a new report, enterprises facing AI displacement risk may struggle to refinance their payment-in-kind (PIK) loans as company valuations decline and investors become reluctant to purchase new debt. Analyst Artur Mendes noted that European speculative-grade software com

According to Guru Club, U.S. Treasury Secretary Bessen stated on September 24 that as much as 17 million barrels of crude oil pass through the Hormuz Strait daily.

According to Guru Club, U.S. diesel prices rose 1.2% on September 24, as traders weigh the potential impact of possible U.S. export restrictions on the fuel market.

According to Bloomberg, India lifted its wheat export ban in late August, prompting Bangladesh to resume large-scale purchases from its western neighbor. Importers have ordered over 200,000 tons of Indian wheat since the ban's removal—marking the first significant wheat sales from India to Banglades

Korea Exchange-listed companies issued 91 corporate disclosures after market close at 3:30 PM on the trading day before Chuseok holiday, accounting for 20.1% of the day's 452 total disclosures according to Financial Supervisory Service's electronic disclosure system. The after-hours timing follows a

Korean stocks are expected to stage a gradual rally after the Chuseok holiday as the KOSPI digests major November events including the US midterm elections and Anthropic's IPO, according to domestic securities analysts. The KOSPI, which hit an intraday high of 9380 on June 19 before plunging to 5260

According to Daishin Securities analysts, South Korea's KOSPI index recovered to the 7,000 level on September 23 after falling to 5,260 in late July. Brokerages expect the index to test 9,300 if it breaks above 7,500-7,700. The recovery is driven by improved valuations, with the index's 12-month

According to Yonhapnews, on September 23, Korean listed companies on Kospi and Kosdaq filed 91 disclosures after market close, representing 20.1% of 452 total filings for the day, ahead of the Chuseok holiday. The practice of releasing material information outside trading hours is known as "owl disc

South Korea's per capita nominal Gross National Income is likely to exceed $40,000 this year, according to government and Bank of Korea data released on the 24th. The milestone, driven by strong semiconductor exports and a relatively stable KRW-USD exchange rate, would mark the first time the

South Korea's per capita gross national income (GNI) is projected to reach approximately $45,000 in 2026, marking a 21.7% increase from $36,963 in the previous year, according to analysis by Yonhap Infomax based on Bank of Korea national income statistics released September 24. The surge is driven p

According to Bank of Korea calculations released September 24, South Korea's per capita gross national income (GNI) is projected to reach approximately $45,000 in 2026, compared to $36,963 last year. The estimate assumes nominal GNI growth remains stable and the dollar-won exchange rate holds at

According to the Bank of Korea, on Sept. 24, South Korea's per capita nominal gross national income (GNI) is expected to exceed $40,000 in 2026 for the first time, driven by strong semiconductor exports and favorable won-to-dollar exchange rates. The bank noted that achieving the target depends on t

According to Bank of Korea, South Korea's per capita gross national income (GNI) reached approximately $46,500 in the second quarter of 2026, driven by robust semiconductor export performance and rising corporate incomes. The financial vulnerability index (FVI) climbed to 46.5 in 2Q, matching its

According to SMM data, rare earth element (REE) prices surged on September 22-23, driven by supply tightness. Praseodymium-neodymium oxide prices rose ¥5,000 per ton, while praseodymium-neodymium metal prices increased ¥7,500 per ton on September 22. Prices eased slightly on September 23 but

iShares Silver Trust, the world's largest silver ETF, saw holdings decrease by 25.28 tonnes to 15,350.6 tonnes as of September 22.

According to Yonhap Infomax, on September 23, the U.S. dollar rose to 158.35 yen, up 0.935 yen (0.59%) from the previous New York close, marking the fourth consecutive day of gains. The dollar index (DXY) climbed 0.567 points to 101.681, surpassing 101 for the first time since July 30. The U.S. 10-y

Viking Therapeutics stock fell 9% in after-hours trading on Wednesday after the San Diego biotech announced plans to raise approximately $400 million through a combination of common stock and convertible senior notes. The decline followed the stock's regular session close at $41.65, up about 2% on t

According to Yahoo Finance, IonQ stock surged 5% on Wednesday (Sept 23) after the company announced a quantum computing breakthrough and a new partnership with Nvidia. IonQ will install its Superion 256 quantum computer at Nvidia's Accelerated Quantum Research Center in Boston, directly connecting t

Australia's 3-year government bond yield rose 14 basis points today, reaching 5.0778% and marking its highest level since 2011.